SYM Financial Corp
MFG icon

SYM Financial Corp’s Mizuho Financial MFG Stock Holding History

SYM Financial Corp’s Portfolio MFG Stock Details MFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$562K Sell
50,846
-644
-1% -$6.84K 0.04% 147
2026
Q2 		$493K Buy
51,490
+4,613
+10% +$41.4K 0.04% 153
2026
Q1 		$372K Buy
46,877
+2,387
+5% +$20.2K 0.04% 180
2025
Q4 		$326K Buy
44,490
+722
+2% +$4.94K 0.03% 206
2025
Q3 		$293K Buy
43,768
+841
+2% +$5.25K 0.03% 224
2025
Q2 		$239K Sell
42,927
-910
-2% -$4.72K 0.03% 265
2025
Q1 		$242K Buy
43,837
+1,176
+3% +$6.47K 0.03% 216
2024
Q4 		$209K Buy
42,661
+3,609
+9% +$16.7K 0.03% 227
2024
Q3 		$163K Buy
39,052
+6,003
+18% +$25.1K 0.02% 190
2024
Q2 		$140K Buy
+33,049
New +$131K 0.02% 171

Other funds holding MFG

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SYM Financial Corp's MFG Position: Q3 2026 in Review

SYM Financial Corp reduced its Mizuho Financial (MFG) stake by 1.3% in Q3 2026, selling an estimated $6.84K and leaving 50,846 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #147.

SYM Financial Corp first reported a position in MFG in Q2 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold MFG as of Q3 2026.

  • SYM Financial Corp held 50,846 shares of Mizuho Financial worth $562K as of Q3 2026.
  • SYM Financial Corp sold 644 Mizuho Financial shares in Q3 2026, an estimated $6.84K.
  • Mizuho Financial made up 0.04% of SYM Financial Corp's portfolio in Q3 2026, its #147 holding.
  • SYM Financial Corp first reported a position in Mizuho Financial in Q2 2024 and has held it in 10 quarters since.
  • 256 funds tracked by Wall St. Rank held Mizuho Financial as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.